There are a great number of features and capabilities within Office 365 that enable users to have more personalized experiences. What’s more there are many organizations that build on the incredible capabilities of personalized services such as flow, the graph and more to further improve personal experiences. Join Richard Harbridge as he shares real world examples of Office 365 that enable rich personalization including those that are OOTB, require some configuration, or are opportunities for further development and investment.

1. PERSONALIZING & IMPROVING
YOUR OFFICE 365 DIGITAL
WORKPLACE
Presented By: Richard Harbridge (@RHarbridge)
#SPFestSea

2. @RHarbridge #SPSNH
RICHARD
HARBRIDGE
My twitter is @RHarbridge, I’m super friendly & I am proud to work at 2toLead.
CTO & MVP | SPEAKER & AUTHOR

3. THE IMPORTANCE OF EMPLOYEE EXPERIENCES
BEST PRACTICES & OPTIONS FOR PERSONALIZATION
NEXT STEPS
What we are going to cover today

4. EXPERIENCE MATTERS FOR CUSTOMERS…
Excerpt from “The Customer Conversation” an eConsultancy report at: http://ibm.co/1CIK0qq

5. EMPLOYEE EXPERIENCE IS IMPORTANT
Just like customer experiences a good employee experience is just as (if not more) important.

6. PERSONALIZATION BRINGS BENEFITS…
Efficiency, productivity, and engagement are all driven by more personalized experiences.

7. EMPLOYEE EFFORT SCORING…
Just like we have customer effort scoring and customer satisfaction we have employee
satisfaction and employee effort that we can target and should actively improve/measure.
EmployeeEffortScore
(MakingItEasier)
Personalization
Scoring?
Integration
Scoring?
Experience
Scoring?
Navigation/Search
Scoring?

8. THE IMPORTANCE OF EMPLOYEE EXPERIENCE
BEST PRACTICES & OPTIONS FOR PERSONALIZATION
NEXT STEPS
What we are going to cover today

9. PERSONALIZED APPS

10. OUTLOOK IS ALREADY PERSONALIZED…
Outlook has a ton of personalization features where users can make it their own optimal
scheduling and mail based communication tool.

11. MICROSOFT TEAMS IS PERSONALIZED…
For chat and discussions teams go far beyond the personalization capabilities of Skype for
Business and instead of just favorites has activity feeds, notifications, tabs, channels and more.

12. YAMMER IS ALREADY PERSONALIZED…
Yammer is designed to connect you to the communities and large groups that are important
to you and help you keep up to date with key conversations and messages.

13. PLANNER IS ALREADY PERSONALIZED…
One of the major reasons planner is so successful from an adoption perspective is because it makes
it so easy to personalize it and use the personalization built in.

14. ACTIVITIES & SEARCH

15. RECENT DOCUMENTS…
Whether rolled up on a page, in OneDrive, or related to a person you work with. Being able to
see recent documents (and over time – activity) makes the experience more personal.
Out Of The Box●

16. ACTIVITY FEEDS PROVIDE MORE INSIGHT…
Today activity feeds on individual documents or integrated in site rollups greatly help users
navigate what matters most and what’s changed (personalized and prioritized by the user).
Out Of The Box●

17. SEARCH KNOWS THE USER…
Search has tracked user actions (if you clicked a result) and has tailored search to the user for
many years now.
Out Of The Box●

18. SEARCH IS EVOLVING FURTHER…
Search is shifting to more natural language and even more personalized results based on how the
user works, who the user works with, and what they work on.
Out Of The Box●

19. WE CAN CONNECT FURTHER…
By users filling out their profile information and connecting with LinkedIn they can share more
about themselves to improve the quality of people reaching out or knowing who they are.
Out Of The Box●

20. WE CAN CONNECT FURTHER…
By users filling out their profile information and connecting with LinkedIn they can share more
about themselves to improve the quality of people reaching out or knowing who they are.
Out Of The Box●

21. MAKE IT EASIER FOR USERS TO BE SAFE…
Multi-geo support, conditional access, dynamic memberships based on AD attributes and
much more improve the experience and dynamically support security/privacy for the user.

22. MAKE IT EASIER FOR USERS TO BE SAFE…
Multi-geo support, conditional access, dynamic memberships based on AD attributes and
much more improve the experience and dynamically support security/privacy for the user.

23. PERSONALIZED PROTECTION…
By putting power intelligently in users hands we can make it easy to manage access and ensure the
wrong kind of sharing doesn’t take place (internal or external).
Out Of The Box●

24. NAVIGATION

25. DYNAMIC/PERSONALIZED NAVIGATION…
Office 365’s SharePoint home is now a more modern site directory experience that is more
personalized and dynamic. From following and recent sites you visited to recent site activity.
Out Of The Box●

26. SEARCH BASED NAVIGATION…
While structured and managed navigation is still valid in today’s world it is also important to
improve navigation with powerful capabilities like search.
Bring the power of SharePoint
Home and that dynamic
personalized navigation into the
global/top nav experience.
Requires Customization
◔

27. PERSONALIZED CONTENT NAVIGATION…
Navigation doesn’t need to be limited to top level links, or simple UI layouts. In this example
we bring key content for the user (targeted) to them in the navigation menu itself.
Consider bringing targeted
documents and content to the
user inside the navigation
experience.
Requires Customization
◔

28. NEWS & CONTENT

29. DELVE BLOGGING…
Each user has their own blog. This has not improved along with the rest of SharePoint’s modern
pages and only appears on the user’s profile. You can roll these up with code or 3rd party solutions.
Out Of The Box
●

30. DELVE BLOGGING…
Here is a callout to one of our Intranet partners Valo who has this exact kind of component. You
can always build something like this yourself as an alternative if rolling these up is important.
Supported Via 3rd Party

31. PAGES & AUTHORING…
Fast and improved news/page authoring builds on what is already available. Microsoft
provides many new client side web parts, much easier to use sectional layouts and more.
Easily create powerful,
beautiful looking pages
WYSIWYG authoring
Multi-column sections
Drag/ drop editing
RTE & Paste support
OOB web parts
Page Templates
Out Of The Box
●

32. PAGE CONTROL EXAMPLES…
More OOTB capabilities make it easier to add personalization to pages. The creation of dashboard
pages or personalized rollups continues to improve.
Out Of The Box
●

33. EASY SHARING & RE-USE…
News is shown on the SharePoint Home page, on team sites, communication sites, hub sites, and
on the mobile app. You can also choose to show News in a Teams channel.

34. TARGETED ROLLUPS & NEWS…
Content can be targeted to the current user and with more properties like region we can do
even more targeted roll ups and content control to improve the user experience.
Out Of The Box●

35. TARGETED ROLLUPS & NEWS…
Sometimes the capabilities built in aren’t quite enough (or may be years away from meeting your
needs) so it might make sense to add your own web part and targeting/personalization capabilities.
Requires Customization
◔

36. PERSONALIZED NEWS FEEDS…
Enable better experiences on mobile devices or in SharePoint. Designed for the user. Extending
team or departmental reach, bookmarking to read later and more.
Out Of The Box
●

37. PERSONALIZED NEWS FEEDS…
Enable better experiences on mobile devices or in SharePoint. Designed for the user. Extending
team or departmental reach, bookmarking to read later and more.

38. YOU CAN SHARE NEWS MANY WAYS…
Promoting news, sharing news, or creating and emailing a news digest are all great ways to
curate and spread ideas, concepts or information a user finds valuable.

39. YOU CAN SHARE NEWS MANY WAYS…
Promoting news, sharing news, or creating and emailing a news digest are all great ways to
curate and spread ideas, concepts or information a user finds valuable.

40. INSIGHTFUL NEWS…
News should have insights such as the number of comments, likes, views and more to bring
content forward while encouraging engagement. @Mention comments notify and more.
Out Of The Box
●
Out Of The Box
●

41. FRAGMENTED CONTEXT/COMMENTS…
News OOTB isn’t integrated with Yammer. Yammer is great for engagement and could be
integrated so that comments are powered and surfaced in Yammer w/ all Yammer capabilities.
Major Customization Required
(You can do it manually OOTB
for one at a time scenarios.)
◔

42. FRAGMENTED CONTEXT/COMMENTS…
Here is a callout to one of our Intranet partners Powell who have significantly integrated
Yammer with things like news comments and throughout the Intranet experience.
Supported Via 3rd Party

43. VIDEO

44. STREAM & VIDEO EXPERIENCES
Ready to go portal experiences like Microsoft Stream already have personalization features like
adding to your watchlist, following a channel, comments, likes, sharing and more.

45. STREAM & VIDEO EXPERIENCES
Ready to go portal experiences like Microsoft Stream already have personalization features
like adding to your watchlist, following a channel, comments, likes, sharing and more.

46. ANALYTICS

47. ANALYTICS FOR EVERYONE…
Analytics are now integrated into key experiences to help users improve, understand, and take
action on the sites they lead. They are surfaced more visibly for more users now than before.
Out Of The Box
●

48. MORE ANALYTICS FOR EVERYONE…
The trend for surfacing more actionable analytics to teams, and users will continue. Further
enabling users to use these to improve navigation, work product or work experiences.
Out Of The Box (SOON)
●

49. WORK BEHAVIOUR ANALYTICS…
MyAnalytics for leaders/users can drive better guidance and have even more impact in
optimizing digital work and digital excellence.
Out Of The Box
●

50. LISTS & SOLUTIONS

51. MODERN VIEWS…
Smart filters chosen by default that can be adjusted, users can pin columns they filter often, many
views like the thumbnail-centric library view, and attention views make navigation easier.

52. MODERN VIEWS…
These views, filters and more are available even when working from outside of SharePoint.

53. LISTS ARE USER LED SOLUTIONS…
Making it easier to build new SharePoint lists – by copying from other lists, by importing form
Excel, or by reusing published templates used in your organization helps all users.

54. USERS CAN HAVE THEIR OWN FLOWS…
Microsoft Flow allows individuals to automate workflows that integrate with existing SaaS
services and business apps that they rely on today.

55. MORE USER LED SOLUTIONS…
With the ability to create personal or team solutions users can personalize against their needs
or the needs of their team. This can be done with flows for some work scenarios.
Connect to/from document libraries, route, alert, & set actions.
Moving document attachments from email & use teams to
establish email addresses for library folders etc.

56. Teams
MORE USER LED SOLUTIONS…
With the ability to create personal or team solutions users can personalize against their needs
or the needs of their team. This can be done with PowerApps for even more work scenarios.

57. MORE USER LED SOLUTIONS…
With the ability to create personal or team solutions users can personalize against their needs
or the needs of their team. This can be done with PowerApps for even more work scenarios.

58. MORE USER LED SOLUTIONS…
These can be built with Forms for additional work scenarios.
Surveys
Customer Profile Collection
Employee Satisfaction Survey
Event Feedback
Organizing Team Activities
Quizzes
Classroom Quizzes and Assessments
HR Training
Polls
Town Hall Q&A
Presentation Polling
Ideation
Information Gathering
Partnership Application
Organizing Team Activities
Event Registrations

59. MORE USER LED SOLUTIONS…
These flows and apps can even be shared/surfaced in many other places. Whether by internal
application marketplaces or embedding to key places people work.

60. USER LED SOLUTIONS…
These flows and apps can even be shared/surfaced in many other places. Whether by internal
application marketplaces or embedding to key places people work.

61. BOTS

62. NATURAL & BOT ASSISTED EXPERIENCES…
Nearly 20% of companies have already deployed chatbots in the workplace, with an anticipated
57% by 2021.

63. THE IMPORTANCE OF EMPLOYEE EXPERIENCE
BEST PRACTICES & OPTIONS FOR PERSONALIZATION
NEXT STEPS
What we are going to cover today

64. PREREQUISITES…
Do you have enough content? Is it classified and organized? Know how you will personalize?
EmployeeEffortScore
(MakingItEasier)
Personalization
Scoring?
Integration
Scoring?
Experience
Scoring?
Navigation/Search
Scoring?

65. DIGITAL WORKPLACE
STRATEGY…
Personalization is only a small part of a broader digital workplace strategy.
- Intranets?
- Extranets?
- Departmental Portals?
- Project Sites & Team Sites?
- Enterprise Social Networks?
- Document Management?
- Records Management?
- Process Improvement?
- Centers Of Excellence &
Technology Adoption?
- And much more….

66. Thank You!
SPFest,sponsorsandyouformakingthispossible.
180+AwesomePresentationsAt.. Slideshare.Net/RHarbridge
300+PagesOfWhitepapersAt.. 2toLead.com/Whitepapers
WhenToUseWhat.com Office365Intranets.com
Office365Metrics.com Office365Campaigns.com
Office365Extranets.com Office365Resources.com
Message Me On LinkedIn or Email Richard@2toLead.com
CTO & MVP | SPEAKER & AUTHOR | SUPER FRIENDLY
Let’s connect and find ways to do more and work together.